This automation scenario allows you to connect Clio and Email
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
When this trigger fires in Clio
Triggers when a new document is created.
Then these actions happen in Email and Email
Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.
This guide contains information on how to set up an automatic workflow that allows to Get notified when contacts upload new documents to Clio.
Part I
First, we need to connect Clio and Email to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Clio to Zapier.
Give Zapier access to your Clio account, using Clio credentials.
Connect Email to Zapier.
Give Zapier access to your Email account, using Email credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Clio
Choose the following trigger: New Document (Triggers when a new document is created.).
Then set up an Action for Clio
Choose this action: Find Person Contact (Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.).
Then set up another Action for Email
Choose this action: Send Outbound Email (Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Clio and Email.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Get notified when contacts upload new documents to Clio!
Triggers when a new matter is created.
Triggers when a new contact is created.
Triggers when a new task is created.
Triggers when a new activity is created.
Triggers when the status of a task has changed.
Triggers when a new calendar entry is created.
This Action will send you an HTML based email. Images and links are supported.
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
Sends a new email.
Send yourself an email
Creates and adds a new draft to a selected folder.
Copies an email or a draft into a selected folder.
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